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Mark Philip Whitaker

Retirement Advice LLC

Provo, UT

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Current Employers
Retirement Advice Llc

412 W River'S Edge Dr Suite 30, Provo, UT 84664 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2025-05-08
UT RA APPROVED 2023-04-03
  • HI RA
    APPROVED
    Since 2025-05-08
  • UT RA
    APPROVED
    Since 2023-04-03

Branch Locations

412 W River'S Edge Dr Suite 30, Provo, UT 84664 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Utah Army National Guard Salt Lake City UT 06/2007 02/2017
Peterson Wealth Advisors, Llc Orem UT 11/2015 01/2023
Retirement Advice Llc Mapleton UT 01/2023 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-12-29
  • S66 Uniform Combined State Law Examination
    2014-12-29
Designations

View on SEC IAPD

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